| Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
|---|---|---|---|---|---|---|
| Q1 2025 | 109 | 203,677 | VOO, AGG, AVUV, JAAA | 13F-HR | 4/8/2025 | 000166773125000377 |
| Q4 2024 | 104 | 193,581 | AGG, VOO, AAPL, AVGO | 13F-HR | 1/15/2025 | 000166773125000035 |
| Q3 2024 | 100 | 190,584 | AGG, VOO, AAPL, VTEB | 13F-HR | 11/7/2024 | 000190627524000004 |
| Q2 2024 | 99 | 173,044 | AGG, VOO, VTEB, MSFT | 13F-HR | 7/24/2024 | 000190627524000003 |
| Q1 2024 | 100 | 165,675 | AGG, VOO, VTEB, MSFT | 13F-HR | 4/15/2024 | 000190627524000002 |
| Q4 2023 | 88 | 143,631 | AGG, VOO, AAPL, VTEB | 13F-HR | 1/10/2024 | 000190627524000001 |
| Q3 2023 | 85 | 125,596 | AGG, VOO, VTEB, AAPL | 13F-HR | 10/4/2023 | 000190627523000004 |
| Q2 2023 | 88 | 132,021 | AGG, VTV, VOO, USMV | 13F-HR | 7/17/2023 | 000190627523000003 |
| Q1 2023 | 89 | 136,304 | VTV, VOO, AGG, USMV | 13F-HR | 4/13/2023 | 000190627523000002 |
| Q4 2022 | 88 | 129,008 | VTV, VOO, AGG, USMV | 13F-HR | 1/20/2023 | 000190627523000001 |
| Q3 2022 | 75 | 110,335 | VOO, VTV, AGG, USMV | 13F-HR | 11/14/2022 | 000190627522000004 |
| Q2 2022 | 80 | 114,560 | VOO, AGG, USMV, IEFA | 13F-HR | 7/29/2022 | 000190627522000003 |
| Q1 2022 | 83 | 129,916 | VOO, USMV, AGG, RTM | 13F-HR | 4/29/2022 | 000190627522000002 |
| Q4 2021 | 80 | 129,828 | VOO, USMV, AGG, IEFA | 13F-HR | 1/31/2022 | 000190627522000001 |